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SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
Bernard Wealth Management
Michigan
$3.18K – – –
CA
852
Crewe Advisors
Utah
$3.18K – – –
EI
853
EFG International
$3.18K – – –
NWMP
854
Noble Wealth Management PBC
Colorado
$3.18K – – –
EWP
855
Elevation Wealth Partners
California
$3.18K +$611 +29 +17%
RWS
856
Retirement Wealth Solutions
Wisconsin
$3.16K -$2.21K -105 -35%
AP
857
Atwood & Palmer
Missouri
$3.13K +$4.15K +197 New
TPWA
858
Twin Peaks Wealth Advisors
California
$3.06K +$4.07K +193 New
HWP
859
Highline Wealth Partners
California
$3.02K -$401 -19 -9%
IWS
860
Intentional Wealth Strategies
Colorado
$2.87K +$3.81K +181 New
DPW
861
DiNuzzo Private Wealth
Pennsylvania
$2.72K -$42 -2 -1%
MWM
862
Mosley Wealth Management
California
$2.69K +$2.15K +102 New
GWSA
863
Global Wealth Strategies & Associates
Colorado
$2.52K +$3.35K +159 New
IAS
864
IMA Advisory Services
Colorado
$2.44K -$358 -17 -10%
CAM
865
Clarity Asset Management
Iowa
$2.38K +$3.16K +150 New
RDFA
866
Ritter Daniher Financial Advisory
Ohio
$2.35K -$527 -25 -14%
BGAI
867
Bruce G. Allen Investments
Colorado
$2.19K +$422 +20 +17%
CCM
868
Chilton Capital Management
Texas
$2.11K -$9.13K -433 -77%
SN
869
Sittner & Nelson
Oregon
$2.11K – – –
ACM
870
Accent Capital Management
Ohio
$2.08K -$316 -15 -10%
RWM
871
Raffa Wealth Management
District of Columbia
$1.87K +$253 +12 +11%
HFS
872
Hughes Financial Services
Virginia
$1.78K -$63 -3 -3%
ACM
873
Anfield Capital Management
California
$1.73K -$337 -16 -13%
FA
874
Financial Avengers
California
$1.59K – – –
1IA
875
1620 Investment Advisors
Massachusetts
$1.59K +$2.11K +100 New
33 34
35
36 37